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Profil
Ms. Allyson Gerrish is a Portfolio Manager at Breckinridge Capital Advisors, Inc. In her role, she is responsible for the day-to-day management and monitoring of client portfolios.
She has been with the firm since 2018 and has over 12 years of industry experience.
Prior to Breckinridge, Ms. Gerrish was a portfolio manager at Columbia Threadneedle Investments where she managed institutional and SMA accounts.
Before that, she was an associate portfolio manager at BNY Mellon.
Ms. Gerrish holds a B.S.B.A. from Suffolk University, as well as an MBA and an MSF from Northeastern University.
Anciens postes connus de Allyson Gerrish
| Sociétés | Poste | Fin |
|---|---|---|
Breckinridge Capital Advisors, Inc.
 Breckinridge Capital Advisors, Inc. Investment ManagersFinance Breckinridge aims to provide their clients with portfolios that preserve capital while prudently improving returns. The firm’s investment process combines a top-down economic outlook with bottom-up fundamental credit research, ESG analysis and efficient trading to best meet client needs. They offer sector-focused, multi-sector and sustainable investment grade bond strategies in customized separate accounts. Strategies can be customized by benchmark, duration target, credit quality, sector weightings and value-based screens. | Portfolio Manager-Fixed Income | 01/04/2022 |
Columbia Management Investment Advisers LLC
 Columbia Management Investment Advisers LLC Investment ManagersFinance CMIA manages no-load mutual funds and separate client-focused equity, fixed-income and balanced portfolios. The firm invests in the growth and value stocks of small-cap, mid-cap and large-cap domestic and international companies. Their investment strategy combines a top-down approach and thematic and fundamental analysis with a bottom-up stock selection process. CMIA’s fixed-income investments focus on short-term, intermediate-term and long-term high-quality debt instruments including US Treasuries, MBS, ABS, municipal bonds and agency bonds. Their balanced investment approach is a blend of their equity and debt strategies. Portfolios are benchmarked against the S&P 500 Index and the Barclays Capital Aggregate Index (formerly the Lehman Aggregate Index). | Corporate Officer/Principal | - |
BNY Mellon, NA
 BNY Mellon, NA Major BanksFinance Operates as a federally chartered commercial bank that provides commercial banking, asset management and investment services | Corporate Officer/Principal | - |
Formation de Allyson Gerrish
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
7
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Breckinridge Capital Advisors, Inc.
Breckinridge Capital Advisors, Inc. Investment ManagersFinance Breckinridge aims to provide their clients with portfolios that preserve capital while prudently improving returns. The firm’s investment process combines a top-down economic outlook with bottom-up fundamental credit research, ESG analysis and efficient trading to best meet client needs. They offer sector-focused, multi-sector and sustainable investment grade bond strategies in customized separate accounts. Strategies can be customized by benchmark, duration target, credit quality, sector weightings and value-based screens. | Finance |
Suffolk University
 Suffolk University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Columbia Management Investment Advisers LLC
Columbia Management Investment Advisers LLC Investment ManagersFinance CMIA manages no-load mutual funds and separate client-focused equity, fixed-income and balanced portfolios. The firm invests in the growth and value stocks of small-cap, mid-cap and large-cap domestic and international companies. Their investment strategy combines a top-down approach and thematic and fundamental analysis with a bottom-up stock selection process. CMIA’s fixed-income investments focus on short-term, intermediate-term and long-term high-quality debt instruments including US Treasuries, MBS, ABS, municipal bonds and agency bonds. Their balanced investment approach is a blend of their equity and debt strategies. Portfolios are benchmarked against the S&P 500 Index and the Barclays Capital Aggregate Index (formerly the Lehman Aggregate Index). | Finance |
BNY Mellon, NA
BNY Mellon, NA Major BanksFinance Operates as a federally chartered commercial bank that provides commercial banking, asset management and investment services | Finance |
